Building Good / Better / Best proposal templates

Tiered proposals give the customer a choice instead of a single take-it-or-leave-it price. Crews that present Good, Better, and Best options consistently close at a higher average ticket, because buyers tend to pick the middle or top tier.

Create the three tiers

1. 1From an estimate, click Turn into proposal.
2. 2Add a tier and name it, for example Good, Better, and Best.
3. 3Drag line items into each tier, or start each tier from a saved estimate.
4. 4Set what makes each tier different, such as better materials, longer warranty, or added scope.

Make it convincing

A proposal is a sales tool, not a spreadsheet. Add the elements that build trust and make the value obvious at a glance.

• Add photos from the site so the customer sees their own property.
• Include a short scope summary in plain language for each tier.
• Attach warranty and product details so questions are answered up front.
• Show each tier as a monthly payment figure to make larger tiers feel reachable.

Send and collect a signature

When the customer opens the proposal, they select the tier they want and sign right on the page. The signed selection becomes the basis for the job and the invoice, so nothing gets re-keyed.

1. 1Click Send and choose email or text.
2. 2The customer reviews tiers, picks one, and signs with e-signature.
3. 3You get notified the moment it is signed, and the job is ready to schedule.

Save any finished proposal as a template so your next tiered quote is a two-minute job.